Daniel Osei
Business Analyst, Financial Services & Insurance
Chicago, United States
About
Business Analyst with 7 years of experience translating stakeholder needs into requirements for financial services and insurance systems. Skilled in Requirements Gathering, Gap Analysis, and Process Mapping, with daily use of SQL, Tableau, and Jira inside Agile teams. Certified ScrumMaster (CSM) known for turning workshop findings into dashboards executives actually use.
Experience
- Northfield Financial GroupΒ· Senior Business AnalystChicago, IL2022-01 β Present
- Lead Requirements Gathering sessions and produce Business Requirements Document (BRD) artifacts for a claims platform serving 400,000 policyholders.
- Run Gap Analysis and Process Mapping workshops with Stakeholder Management across 5 departments to scope a $2M system upgrade.
- Build dashboards in Power BI and Tableau, running A/B Testing on report layouts that improved executive adoption 40 percent.
- Write User Stories and track delivery in Jira within an Agile team of 8 engineers.
- Present findings through Data Visualization and Presentation Skills to senior leadership, driving Change Management adoption across 3 business units.
- Lakeshore Insurance Co.Β· Business AnalystChicago, IL2019-03 β 2021-12
- Queried claims data with SQL and built KPI Development dashboards for underwriting leadership.
- Documented current-state workflows through Business Process Modeling and shared them in SharePoint for cross-team review.
- Practiced Cross-functional Collaboration and Negotiation to align IT and operations on a new intake process, cutting cycle time 25 percent.
- Prairie Analytics GroupΒ· Junior Business AnalystChicago, IL2017-07 β 2019-02
- Supported senior analysts with Data Analysis and Dashboard Development for retail client reports.
- Applied Critical Thinking and Attention to Detail while validating data in Microsoft Excel for weekly deliverables.
Education
- DePaul UniversityΒ· B.S. Business AdministrationInformation Systems2013-08 β 2017-05
Coursework in systems analysis, database design, and statistics.
Projects
- Vendor Onboarding AutomationΒ· Business Analyst lead
Redesigned the vendor onboarding process using Process Mapping and Kanban tracking, reducing onboarding time from 3 weeks to 6 days for a 20-person procurement team.
Certifications
- Certified ScrumMaster (CSM) Β· Scrum Alliance (2020)